See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,702 | $111,754-84.2% | $103,333-82.9% | $145,922-87.9% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 36.49% | 24.77%+11.7pp | 24.88%+11.6pp | 561.29%-524.8pp |
| Employer contribution / active EE | $3,486 | $4,212-17.2% | $3,868-9.9% | $4,660-25.2% |
| Participant deferral / active EE | $6,081 | $5,619+8.2% | $5,057+20.2% | $6,688-9.1% |
| Admin fee / account holder | $2,382 | $9,750-75.6% | $8,355-71.5% | $13,397-82.2% |